In last month’s update, we looked at how easily data could be imported from an Excel spreadsheet. Now with this data in Adviser Workstation, how can this be analysed? Charting your portfolios and/or holdings can be done in a moment, and can help illustrate to an investor exactly how their securities are performing. Click the link in the chart below to see how make comparisons, which can then be turned into a PDF, PowerPoint slide or copied into a Word document:
